Top institutional holders by Equity AUM

Position Reportee Signature Date Report period Total Entries Total Value($)
2751 LONESTAR CAPITAL MANAGEMENT LLC 11-14-2019 09-30-2019 23 301,746,000
2752 IBEX WEALTH ADVISORS 11-12-2019 09-30-2019 93 301,376,000
2753 GOULD ASSET MANAGEMENT LLC /CA/ 01-17-2020 12-31-2019 146 301,068,000
2754 BERKSHIRE CAPITAL HOLDINGS INC 11-13-2019 09-30-2019 44 300,931,190
2755 AGF INVESTMENTS AMERICA INC 11-08-2019 09-30-2019 64 300,918,000
2756 LEGACY FINANCIAL ADVISORS INC 11-07-2019 09-30-2019 113 300,810,000
2757 ASSET DEDICATION LLC 10-17-2019 09-30-2019 633 300,756,000
2758 DIVISAR CAPITAL MANAGEMENT LLC 11-14-2019 09-30-2019 28 300,730,000
2759 GILMAN HILL ASSET MANAGEMENT LLC 10-18-2019 09-30-2019 185 300,651,000
2760 LUCIA WEALTH SERVICES LLC 10-09-2019 09-30-2019 165 300,387,000
2761 IRONSIDES ASSET ADVISORS LLC 11-07-2019 09-30-2019 95 300,277,000
2762 BDT CAPITAL PARTNERS LLC 08-14-2019 06-30-2019 1 299,999,000
2763 OLD DOMINION CAPITAL MANAGEMENT INC 10-29-2019 09-30-2019 144 299,825,000
2764 HARTFORD FINANCIAL MANAGEMENT INC 10-28-2019 09-30-2019 358 299,773,000
2765 ELLIS INVESTMENT PARTNERS LLC 01-07-2020 12-31-2019 694 299,399,000
2766 MOLONEY SECURITIES ASSET MANAGEMENT LLC 11-01-2019 09-30-2019 336 299,329,000
2767 WEALTHQUEST CORP 10-17-2019 09-30-2019 128 299,186,000
2768 PORTLAND GLOBAL ADVISORS LLC 10-22-2019 09-30-2019 110 299,132,000
2769 WHITNELL & CO 11-05-2019 09-30-2019 439285 299,111,000
2770 BRANDYWINE MANAGERS LLC 11-13-2019 09-30-2019 48 298,876,000
2771 MARQUETTE ASSET MANAGEMENT LLC 10-21-2019 09-30-2019 267 298,840,000
2772 MONROE BANK & TRUST/MI 07-26-2019 06-30-2019 106 298,574,000
2773 OLD SECOND NATIONAL BANK OF AURORA 10-25-2019 09-30-2019 346 298,430,000
2774 SHULMAN DEMEO ASSET MANAGEMENT LLC 10-30-2019 09-30-2019 131 298,239,000
2775 ALL TERRAIN FINANCIAL ADVISORS LLC 11-14-2019 09-30-2019 216 298,079,000
2776 0 0
2777 SOLUS ALTERNATIVE ASSET MANAGEMENT LP 11-14-2019 09-30-2019 9 297,878,000
2778 SANDELL ASSET MANAGEMENT CORP 11-14-2019 09-30-2019 40 297,508,000
2779 ROSSMORE PRIVATE CAPITAL 11-05-2019 09-30-2019 136 297,352,000
2780 PENDERFUND CAPITAL MANAGEMENT LTD 10-29-2019 09-30-2019 64 297,251,000
2781 GOLDEN GATE PRIVATE EQUITY INC 11-14-2019 09-30-2019 25 297,188,000
2782 JBJ INVESTMENT PARTNERS LLC 10-08-2019 09-30-2019 50 297,164,000
2783 TERRIL BROTHERS INC 10-22-2019 09-30-2019 55 296,389,000
2784 EOS MANAGEMENT LP 11-01-2019 09-30-2019 29 296,370,000
2785 COASTAL CAPITAL GROUP INC 11-12-2019 09-30-2019 520 296,351,000
2786 INSPIRION WEALTH ADVISORS LLC 01-08-2020 12-31-2019 80 296,226,000
2787 M HOLDINGS SECURITIES INC 08-15-2019 06-30-2019 157 295,591,000
2788 BOTTY INVESTORS LLC 11-13-2019 09-30-2019 140 295,584,000
2789 COVINGTON INVESTMENT ADVISORS INC 11-13-2019 09-30-2019 94 295,183,000
2790 GATEWAY ADVISORY LLC 10-08-2019 09-30-2019 61 294,881,000
2791 ROWLAND & CO INVESTMENT COUNSEL/ADV 10-01-2019 09-30-2019 136 294,796,641
2792 DOCK STREET ASSET MANAGEMENT INC 10-23-2019 09-30-2019 46 294,717,000
2793 HAVERFORD FINANCIAL SERVICES INC 11-01-2019 09-30-2019 67 294,705,000
2794 KMG FIDUCIARY PARTNERS LLC 10-11-2019 09-30-2019 113 294,579,000
2795 NORTHSIDE CAPITAL MANAGEMENT LLC 01-09-2020 12-31-2019 92 294,501,000
2796 WELCH CAPITAL PARTNERS LLC/NY 08-01-2019 06-30-2019 27 294,174,000
2797 SPECTRUM MANAGEMENT GROUP INC 11-12-2019 09-30-2019 222 293,785,000
2798 MOERUS CAPITAL MANAGEMENT LLC 11-06-2019 09-30-2019 15 293,702,000
2799 DELPHI FINANCIAL GROUP INC 11-05-2019 09-30-2019 21 293,632,000
2800 SMITH & HOWARD WEALTH MANAGEMENT LLC 01-10-2020 12-31-2019 88 293,586,000
2801 TEEWINOT CAPITAL ADVISERS LLC 11-14-2019 09-30-2019 28 293,435,000
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